Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Team rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.